Wealth advice with a specialist equity team behind it.

Neox focuses on the equity component. We manage the equity part of your clients’ portfolios within an agreed mandate, while you keep the wider relationship and the overall plan. That means the specialists responsible for tax, estate or retirement planning continue their work as before. Our role is to make the equity allocation more focused and easier to explain, with a clear rationale behind every decision that you can share with clients and stakeholders. It also means your clients get one consistent equity approach, whichever advisor they work with.

No. Neox works alongside your existing team and adds specialist equity expertise to it. You stay the main point of contact for your clients, and you decide how our equity portfolio management fits into your own proposition. It’s common for wealth teams to work with an external specialist for one asset class, so they can offer more depth without building the capability in-house. Neox can play that role for equities, with a process your team can follow and explain. Your clients benefit from the added expertise without any change to who they deal with.

Yes. Neox can manage equity strategies you offer to clients under your own name. Your clients see your brand and your relationship, while the strategy draws on Neox’s systematic research and fundamental expertise. The scope depends on the arrangement and your jurisdiction, so we agree the details with you before anything is launched. That includes how the strategy is described to your clients and how its reasoning is documented, so your team can present it with confidence. Because the research process is the same across every strategy, quality stays consistent under your brand.

We start by understanding your existing mandates and approval processes. The equity portfolios we manage are then set up to work within them, from the universe of companies considered to the limits on concentration and risk. Because every decision comes with documented reasoning, it can be reviewed by your investment committee or governance process in the same way as your own decisions. That makes it easier to justify the equity allocation to clients and boards. If your policies change, the portfolios we manage are adjusted to match.

Reporting is shaped around the relationship and its audience, whether that’s a client, a board or an investment committee. It can cover how a portfolio is positioned and why changes were made, so the reasoning behind each decision is documented and easy to revisit later. Where appropriate, information can be formatted to fit into your existing reporting. The aim is to give you material that supports clear conversations with the people you answer to. That way, every party can follow how the equity allocation develops and why.

Yes. Neox offers core equity strategies with defined objectives, from dividend income to leading companies in Europe and the US, as well as customized portfolios built around a specific brief. That lets you match different client segments to the approach that suits them. For a customized portfolio, we compare possible configurations against historical data, so you can see the trade-offs before choosing. Every option uses the same research and investment discipline, which keeps your offering consistent even as it grows to serve more client types. It also means you can start with a core strategy and move to a customized portfolio later.

It starts with a conversation about your clients, your current investment proposition and where specialist equity research could add the most value. From there, we look at how Neox would fit into your mandates and reporting. Once the scope is clear, we complete the required onboarding, agree the arrangement in writing and explain the applicable fees before you decide whether to proceed. The aim is a setup that fits your existing model without disrupting it. A partnership can begin with a single strategy or client segment and grow from there. Throughout, you keep full ownership of the client relationship.

Wealth management is a broad service that coordinates a client’s investments with their wider financial plan. Depending on the client and the provider, it can include investment management, financial planning, tax and estate planning, risk management and retirement planning, often with different specialists responsible for each area. Larger or more complex situations usually involve several specialists working together. The aim is to make sure every part of a client’s finances works toward the same long-term goals. Neox focuses on one part of this: the equity investments within the wider relationship.

Wealth management takes the broadest view of a client’s financial position and may coordinate investments with tax, estate and retirement planning. Investment management and asset management focus more specifically on building and overseeing investment portfolios, usually within a mandate. In practice, a wealth manager often works with specialist investment providers for parts of the portfolio. Understanding these roles helps clients see who is responsible for each decision. Neox provides the equity component within that wider relationship, working alongside the wealth manager who keeps the overall view of the client.

Neox works with wealth and asset managers, private banks, family offices, institutions and foundations. We also work directly with private investors through our asset management service. The services available depend on the client type and jurisdiction, so we confirm what applies during our first conversation. For wealth professionals, that usually means equity portfolio management and reporting shaped around your own clients. Whatever the client type, the same research process sits behind every service.

Client assets stay with the bank or custodian already in place, in accounts held in the client’s or the institution’s name. Neox does not hold client money or securities. Our role is to manage the equity portfolio within the mandate, while the custodian keeps the assets and executes Neox’s instructions. That keeps your existing operational setup and client relationships intact. Neox works alongside that setup without changing how assets are held, and your clients continue to receive statements from the custodian they already know.

Neox Capital Ltd is authorized and regulated by the Malta Financial Services Authority (MFSA) to provide investment advice to retail clients, professional clients and eligible counterparties. Our authorization can be verified on the MFSA Financial Services Register. Full regulatory information, including our legal and risk disclosures, is available on our legal page.